Silver's pop today and what it means for my Kalshi plays

That $SI pop today, hitting $21.01 at one point and currently sitting at $20.73, definitely caught my eye. It's a pretty significant move, up 7.80% as I write this. I've been keeping a close watch on precious metals given the lingering inflation narrative and the general uncertainty out there. While $USO is also up, silver's move feels more directly tied to potential safe-haven flows or at least a shift in sentiment regarding the dollar. I'm looking at some of the Kalshi contracts around inflation and potential fed rate hike probabilities. A sustained move in silver could signal that the market is starting to price in a more persistent inflation problem, which would definitely impact those contracts. Not making any rash moves, but it's definitely putting some of those less aggressive rate hike scenarios on my 're-evaluate' list.